Set up referral points

in this article, we’ll guide you through enabling referral points for your ambassador programs in roster, ensuring you can reward ambassadors effectively for driving sales follow the step by step instructions below to set up referral points and verify their functionality video walkthrough step by step instructions step 1 navigate to program settings go to the programs section in roster click on the settings for the program where you want to enable referral points step 2 open referral rewards settings in the program settings, click on the referrals tab scroll down to the referral rewards section if this is your first time setting up referral points, click set up referral points otherwise, click edit step 3 configure referral points settings choose the type of reward percentage of sale enter the percentage (e g , 20%) this is calculated on the order subtotal (before taxes and shipping but after discounts) fixed amount enter a fixed dollar amount to reward per referral tiers set up tiered rewards see docid\ y37bwdksic0cwbr8omfzw for more details select the approval method manual you manually approve each referral points automatic referral points are approved automatically after a specified period enable or disable recurring rewards see docid\ zeuo dm8fic3mnyf6cxvs for more details set the status field to enable to activate referral points click save step 4 test referral points navigate to your contacts list and locate an ambassador in the program for which referral points were just enabled open their profile and go to the discounts and links section copy their referral link and paste it into a new browser tab complete a test purchase on your store step 5 verify attribution and referral points return to the roster portal and go to reports > all orders locate the test order and verify the order is attributed to the correct ambassador the attribution method is listed as referral link the correct points amount is calculated and displayed in the referral rewards section review the referral points details by clicking view details for debugging or troubleshooting if necessary approve or reject the referral points as part of your workflow next steps docid\ opzvv dywjrgnimlf5wkk docid\ y37bwdksic0cwbr8omfzw docid\ gph kletzgznttz ewrw docid\ mhhhhvg95nmucimgxftrg need help? if you have any questions or encounter issues, reach out to our support team at mailto\ cs\@getroster com we’re here to assist you!